Merriman Wealth Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.09M | Buy |
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|
2024
Q3 | $5.07M | Buy |
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|
2024
Q2 | $4.58M | Sell |
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|
2024
Q1 | $5.06M | Buy |
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|
2023
Q4 | $4.87M | Sell |
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|
2023
Q3 | $5.1M | Buy |
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|
2023
Q2 | $5.28M | Buy |
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|
2023
Q1 | $3.22M | Sell |
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|
2022
Q4 | $4.18M | Sell |
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|
2022
Q3 | $7.73M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $7.36M | Sell |
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|
2013
Q3 | $7.03M | Sell |
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|
2013
Q2 | $6.8M | Buy |
|